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Eli Lilly

2,022 hedge funds and large institutions have $182B invested in Eli Lilly in 2021 Q2 according to their latest regulatory filings, with 192 funds opening new positions, 713 increasing their positions, 757 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 96

33% more funds holding in top 10

Funds holding in top 10: 4661 (+15)

23% more capital invested

Capital invested by funds: $148B → $182B (+$34B)

4% more funds holding

Funds holding: 1,9492,022 (+73)

0.01% more ownership

Funds ownership: 82.79%82.79% (+0.01%)

6% less repeat investments, than reductions

Existing positions increased: 713 | Existing positions reduced: 757

18% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $1.72B

Holders
2,022
Holders Change
+73
Holders Change %
+3.75%
% of All Funds
35.19%
Holding in Top 10
61
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+32.61%
% of All Funds
1.06%
New
192
Increased
713
Reduced
757
Closed
96
Calls
$1.41B
Puts
$1.72B
Net Calls
-$309M
Net Calls Change
-$166M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
551
Kingsview Wealth Management
Oregon
$5.04M +$712K +3,543 +19%
BCM
552
Birmingham Capital Management
Alabama
$5.01M -$5.02K -25 -0.1%
CC
553
Chicago Capital
Illinois
$5.01M +$100K +498 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
554
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.99M +$32.1K +160 +0.7%
RAM
555
Roanoke Asset Management
New Jersey
$4.98M +$948K +4,720 +28%
FFN
556
Focus Financial Network
Minnesota
$4.95M +$31.9K +159 +0.7%
ECM
557
Everence Capital Management
Indiana
$4.95M +$1.49M +7,430 +53%
HSA
558
HBK Sorce Advisory
Pennsylvania
$4.91M +$316K +1,573 +8%
LNWWM
559
Laird Norton Wetherby Wealth Management
California
$4.89M +$137K +680 +3%
DHFB
560
Dixon Hubard Feinour & Brown
Virginia
$4.82M -$5.01M -24,952 -54%
FWCM
561
Ferguson Wellman Capital Management
Oregon
$4.76M -$63.1K -314 -1%
KRSITF
562
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.75M -$808K -4,024 -16%
EOJOAM
563
E. Ohman J:or Asset Management
Sweden
$4.73M +$4.14M +20,600 New
NAM
564
NorthCoast Asset Management
Connecticut
$4.71M +$236K +1,177 +6%
EFS
565
Essex Financial Services
Connecticut
$4.7M
AC
566
Allstate Corporation
Illinois
$4.68M -$352K -1,750 -8%
ECM
567
ExodusPoint Capital Management
New York
$4.68M -$2.96M -14,736 -42%
CIP
568
Chartwell Investment Partners
Pennsylvania
$4.67M +$1.64M +8,150 +67%
BFS
569
Bradley Foster & Sargent
Connecticut
$4.66M -$90.4K -450 -2%
BCWM
570
Bartlett & Co Wealth Management
Ohio
$4.66M -$20.1K -100 -0.5%
BC
571
Bartlett & Co
Ohio
$4.66M -$20.1K -100 -0.5%
HAIM
572
Hunter Associates Investment Management
Pennsylvania
$4.63M +$1.77M +8,833 +78%
HFBOT
573
Home Federal Bank of Tennessee
Tennessee
$4.61M -$166K -825 -4%
HPC
574
HM Payson & Co
Maine
$4.59M +$35.8K +178 +0.9%
WMSA
575
Weiss Multi-Strategy Advisers
New York
$4.59M +$998K +4,966 +33%

LLY Hedge Fund Activity: Q2 2021 in Review

2,022 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q2 2021, worth a combined $182B — up 23% from $148B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new LLY positions and 96 closed out — a net gain of 96 holders — while 713 added to existing stakes and 757 trimmed.

The largest buyer was Jennison Associates, adding an estimated $697M. The largest seller was Primecap Management, cutting an estimated $285M.

  • 2,022 institutional investors held Eli Lilly (LLY) as of Q2 2021, up from 1,949 in Q1 2021.
  • Funds reported $182B of Eli Lilly stock for Q2 2021, up 23% quarter-over-quarter.
  • 192 funds opened new Eli Lilly positions in Q2 2021 and 96 closed out, a net change of +96 holders.
  • The largest Eli Lilly buyer in Q2 2021 was Jennison Associates, an estimated $697M added.
  • The largest Eli Lilly seller in Q2 2021 was Primecap Management, an estimated $285M sold.

Based on aggregated 13F filings for Q2 2021.